Clifford Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $870K | Sell |
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|
2025
Q2 | $845K | Sell |
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|
2025
Q1 | $707K | Sell |
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|
2024
Q4 | $824K | Sell |
|
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|
2024
Q3 | $693K | Sell |
|
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|
2024
Q2 | $679K | Sell |
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|
2024
Q1 | $669K | Buy |
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|
2023
Q4 | $615K | Buy |
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|
2023
Q3 | $513K | Sell |
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|
2023
Q2 | $587K | Buy |
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|
2023
Q1 | $488K | Sell |
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|
2022
Q4 | $519K | Buy |
|